Regular Screener Emails?

Hello,

I’d like to receive regular (daily/weekly/monthly) emails from a screener result. I just want to monitor the screener, so that if new companies show up (due to price drops for instance) I can investigate further.

Is there a way to do this? I’ve skimmed over the help files but I can’t find anything relevant.

Thanks,
Anlam K.

Maybe convert your screen to a live port, with automatic weekly rebalance?

Thanks - does the live port thing send emails? I haven’t explored the live portfolio option too much.

Yeah, you get an email like this:

Automatic Rebalance
Last Rebalance: 03/19/17 (8 days ago)
Rebalance Frequency: Weekly
NEW TRANSACTIONS
SOLD 288 shares of HIIQ (RULE:Rank)
SOLD 785 shares of GV (RULE:Rank)
SOLD 319 shares of CMTL (RULE:Rank)
BOUGHT 245 shares of NEFF
BOUGHT 245 shares of PENN
BOUGHT 370 shares of TSQ
THE PORTFOLIO HAS BEEN REBALANCED AUTOMATICALLY.
Next Rebalance: 04/03/17

If nothing happens it’ll tell you that too.

Hey thanks - I guess I have to choose “automatic” rebalancing to get these emails? I just noticed that my portfolio was in “semi-automatic” mode.

Yep.

Semi-automatic will also send the emails. The difference is that you need to accept the recommendations in a portfolio rebalanced semi-automatically, while the automatically rebalanced portfolio will simply update itself.

Note that some screens won’t translate directly to portfolios. If you’re not using a ranking system and/or want a list of holdings that are larger than 500 then the screen won’t be able to be converted to a portfolio. (Unless you make the necessary modifications, of course.)